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09 April 2026
Whitbread is always worth another look
Whitbread, owner of Premier Inn, faces short-term volatility from macro and geopolitical pressures, b...
02 April 2026
Lower Flying Aerospace
Hormuz tensions have unexpectedly dragged down aerospace and defence stocks, highlighting dee...
26 March 2026
Using P/Book as a compass
The price-to-book ratio acts as a compass to identify overvalued and attractive sectors in Europe: in...
20 March 2026
S&N has strong arms but still weak knees
MedTechs have struggled since COVID due to persistent headwinds, while Smith & Nephew, th...
12 March 2026
Faes Farma's reinvention is not ordinary
Faes is outperforming despite having contended with the loss of European patents for its key antihist...
06 March 2026
Hal Trust, The Discreet Long-term Compounder
Hal Trust's strategy consists of acquiring and holding significant stakes in companies where it ...
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